About the smallcase

  • The Safe Haven smallcase gives investors exposure to market beta factor. Market beta is a measure of a security's or investment's sensitivity to movements in the overall market. Market beta expresses the degree to which an asset tends to move with the broad market.
  • Stocks selected in this smallcase have low market beta and such securities are less volatile than the overall market. Low beta stocks are often considered more defensive during market downturns. Including low beta stocks in a diversified portfolio can help reduce overall portfolio risk.
  • The smallcase’s selection criteria also checks for favorability amongst institutional investors and brokers and promoters have not reduced their holdings in the company.

Live Performance vs 

Current value of ₹ 100 invested once
at launch

Jul 25, 2016

would be
Safe Haven
₹ 346.03
Equity Mid & Small Cap
₹ 321.51

Note: Live performance includes rebalances. It is a tool to communicate factual return information and should not be seen as advertisement or promotion.

Understand smallcase costs and returns

Understand smallcase costs and returns